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CFPCertified Financial Planner

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KMDC CFP TIMETABLE (2010 March - June)

Module 1: Foundation in Financial Planning

Class Code: CFP103 (Sunday) (FULL)

Class Code: CFP105 (Sunday & Saturday)

Module 1- 1st Intake (7 days)
Sunday Session: 9:15am - 5:00pm
March 7, 14 (Thomas), 21 (Kong), 28 (Looi);
April 4, 11 (Thomas)
Revision Seminar (ES1A): May 30 (Sun, Thomas)

Topics & Schedule HERE

Thomas Chan/Kong Kim Heng/Richard Wee

Module 1 - 2nd Intake (7 days)
Sunday Session: 9:15am - 5:00pm
March 14 (Thomas), 21 (Kong), 28 (Looi);
April 4, 11 (Thomas),
Saturday Session: 9:15am-5:00pm
April 17 (Looi)
Revision Seminar (ES1A): May 30 (Sun, Thomas)

Topics & Schedule HERE

Thomas Chan/Kong/Wee/Looi Ming Foo

Class Code: CFP106 (Sunday & Saturday)

Class Code: CFP107 (Sunday & Saturday)

Module 1- 3rd Intake (7 days)
Sunday Session: 9:15am - 5:00pm
March 21 (Kong), 28 (Looi); April 4, 11 (Thomas)
Saturday Session: 9:15am-5:00pm
April 17, 24 (Looi)
Revision Seminar (ES1B): June 05 (Sat, Looi)

Topics & Schedule HERE

Thomas Chan/Kong Kim Heng/Looi Ming Foo

Module 1 - 4th Intake (7 days)
Sunday Session: 9:15am - 5:00pm
March 28 (Looi); April 4, 11 (Thomas),

Saturday Session: 9:15am-5:00pm
April 17, 24 (Looi); May 1 (Kong)
Revision Seminar (ES1B): June 05 (Sat, Looi)

Topics & Schedule HERE

Thomas Chan/ Kong Kim Heng/Looi Ming Foo

Class Code: CFP108 (Sunday & Saturday)

Class Code: CFP109 (Sunday & Saturday)

Module 1- 6th Intake (7 days)
Sunday Session: 9:15am - 5:00pm
April 4, 11 (Thomas)
Saturday Session: 9:15am-5:00pm
April 17, 24 (Looi); May 1 (Kong), 8 (Looi)
Revision Seminar (ES1B): June 05 (Sat, Looi)

Topics & Schedule HERE

Thomas Chan/Kong Kim Heng/Looi Ming Foo

Module 1 - 7th Intake (7 days)
Sunday Session: 9:15am - 5:00pm
April 11 (Thomas)
Saturday Session: 9:15am-5:00pm
April 17, 24 (Looi); May 1 (Kong), 8 (Looi), 15 (Elwin)
Revision Seminar (ES1B): June 05 (Sat, Looi)

Topics & Schedule HERE

Thomas Chan/Kong Kim Heng/Elwin Lau/Looi Ming Foo

Class Code: CFP110 (Saturday)

Class Code: CFP111 (Monday)

Module 1 - 8th Intake (7 days)
Saturday Session: 9:15am-5:00pm
April 17, 24 (Elwin);
May 1 (Kong), 8, 15 (Elwin)
, 22 (Looi)
Revision Seminar (ES1B): June 05 (Sat, Looi)

Topics & Schedule HERE

Elwin Lau/Looi Ming Foo

Module 1 - 5th Intake (7 days)
Monday Session: 10:00am - 5:45pm @ Uptown Conference Centre, PJ
March 29; April 5, 12, 19, 26; May 3 (Elwin)
Revision Seminar (ES1B): June 05 (Sat, Looi) @ KDU College, DJ

Topics & Schedule HERE

Elwin Lau/Looi Ming Foo

Module 2: Risk Management and Insurance Planning

Class Code: CFP202 (Saturday) (FULL)
Class Code: CFP205 (Sunday)

Module 2 - 1st Intake: (7 days)
Saturday Session: 9:15am - 5:00pm
March 6, 13, 20, 27; April 3, 10 (Elwin)
Revision Seminar (ES2B): May 30 (Sun, Eng)

Topics & Schedule HERE

Elwin Lau

Module 2 - 2nd Intake: (7 days)
Sunday Session: 9:15am - 5:00pm
April 18, 25; May 2, 9, 16, 23 (Eng)
Revision Seminar (ES2B): May 30 (Sun, Eng)

Topics & Schedule HERE

Eng Meei Yu

Module 3: Taxation

Class Code: CFP302 (Saturday)
Class Code: CFP305 (Sunday)

Module 3 - 1st Intake: (7 days)
Saturday Session: 9:15am - 5:00pm
March 6, 13, 20, 27; April 3, 10 (Andrew)
Revision Seminar (ES3B): June 06 (Sun, Kong)

Topics & Schedule HERE

Andrew Kok / Kong Kim Heng

Module 3 - 2nd Intake: (7 days)
Sunday Session: 9:15am - 5:00pm
April 18, 25; May 2, 9, 16, 23 (Kong)
Revision Seminar (ES3B): June 06 (Sun, Kong)

Topics & Schedule HERE

Kong Kim Heng

Module 4: Investment Planning

Class Code: CFP406 (Saturday)
Class Code: CFP403 (Sunday)

Module 4 - 2nd Intake: (7 days)
Saturday Session: 9:15am - 5:00pm
April 17, 24; May 1, 8, 15, 22 (Thomas)
Revision Seminar (ES4A): June 05 (Sat, Elwin)

Topics & Schedule HERE

Thomas Chan/Elwin Lau

Module 4 - 1st Intake: (7 days)
Sunday Session: 9:15am - 5:00pm
March 7, 14, 21, 28; April 4, 11 (Elwin)
Revision Seminar (ES4A): June 05 (Sat, Elwin)

Topics & Schedule HERE

Elwin Lau

 
Class Code: CFP411 (Friday)
 

Module 4 - 3rd Intake: (7 days)
Friday Session: 10:00am - 5:45pm @ Uptown Conference Centre, PJ
April 23, 30; May 7, 14, 21; June 4 (Yap)
Revision Seminar (ES4A): June 05 (Sat, Elwin) @ KDU College
, DJ

Topics & Schedule HERE

Yap Kam Cheng/Elwin Lau

 

Module 5: Retirement Planning and Estate Planning

Class Code: CFP506 (Saturday & Sunday)
Class Code: CFP503 (Sunday)

Module 5 - 3rd Intake (7 days):
Saturday Session: 9:15am - 5:00pm
Estate Planning: April 10, 24; May 1 (Yap)
Sunday Session: 9:15am - 5:00pm
Retirement Planning: May 9, 16, 23 (Elwin)
Revision Seminar (ES5B): June 05 (Sat, Yap)

Topics & Schedule HERE

Yap Kam Cheng/Elwin Lau

Module 5 - 1st Intake A (7 days):
Sunday Session: 9:15am-5:00pm
Estate Planning: March 7, 14, 21 (Azhar)
Retirement Planning: March 28; April 4, 11 (Linnet)
Revision Seminar (ES5A): May 30 (Sun, Azhar & Linnet)

Topics & Schedule HERE

Azhar Hew/Linnet Lee

Class Code: CFP507 (Sunday)
Class Code: CFP505 (Sunday & Saturday)

Module 5 - 1st Intake B (7 days):
Saturday Session: 9:15am-5:00pm

Estate Planning: March 7, 14, 21 (Azhar)
Sunday Session: 9:15am - 5:00pm
Retirement Planning: May 9, 16, 23 (Elwin)
Revision Seminar (ES5A): May 30 (Sun, Azhar & Linnet)

Topics & Schedule HERE

Elwin Lau/Azhar Hew/Linnet Lee

Module 5 - 2nd Intake (7 days):
Sunday Session: 9:15am-5:00pm
Retirement Planning: March 28; April 4, 11 (Linnet)
Saturday Session: 9:15am-5:00pm
Estate Planning: April 10, 24; May 1 (Yap)
Revision Seminar (ES5B): June 05 (Sat, Yap)

Topics & Schedule HERE

Yap Kam Cheng/Linnet Lee

Module 6: Financial Plan Construction and Professional Responsibilities

Class Code: CFP602 (Saturday) (FULL)
Class Code: CFP607 (Sunday)

Module 6 - 1st Intake (7 days):
Saturday Session: 9:15am - 5:00pm
March 6, 13, 20, 27; April 3, 10 (James)
Revision Seminar (ES6A): June 06 (Sun, James)

Topics & Schedule HERE

James Cheong

Module 6 - 3rd Intake (7 days):
Sunday Session: 9:15am - 5:00pm
April 25; May 2, 9, 16, 23, 30 (James)
Revision Seminar (ES6A): June 06 (Sun, James)

Topics & Schedule HERE

James Cheong

Class Code: CFP611 (Friday)
Class Code: CFP 606A & 606B (Saturday)

Module 6 - 2nd Intake (7 days):
Friday Session: 10:00am - 5:45pm @ Uptown Conference Centre, PJ
April 2, 9, 16, 23, 30; May 14 (Elwin)

Revision Seminar (ES6A): June 06 (Sun, James) @ KDU College, DJ

Topics & Schedule HERE

Elwin Lau

Module 6 - Exam Preparation Boot Camp
(Please note: Re-sit/repeat option not applicable for this special class)
Saturday Session: 9:15am - 5:00pm (7 days)

606A (Exam Boot Camp - Paper 1):
Financial Planning Highlights & Mini Case Studies -
April 17 (Eng), 24 (Kong); May 1(Elwin), 8 (Yap)

606B (Exam Boot Camp - Paper 2):
Financial Plan Construction Methodology & Case Studies - May 15, 22, 29 (Eng)

Topics & Schedule HERE

Eng Meei Yu/Kong Kim Heng/Elwin Lau/Yap Kam Cheng

Note: Candidates sitting for Module 1 must be registered with FPAM as Trade Members and those sitting for Module 2 to 5 must be Associate Members. Candidates registering for Module 6 must have passed Module 1 to 5 or approved for Challenge Status before they are eligible. All candidates must also be enrolled in a CFP Certification program with the Approved Education Providers.

June 2010 Exam Registration Deadline: April 12, 2010
June 2010 Exam Date: June 19: Module 2, 3 & 6; June 20: Module 1, 4 & 5; Venue: University Malaya, KL

* Program Schedule subject to change without prior notice. Do come back to this page to check on the latest updates.

(Updated on March 9, 2010)

For Application and Enquiry, please contact KMDC business office:
(Please note: KMDC CFP classes are NOT conducted at our Uptown 1 business office but at different premises in KL, PJ, Ipoh, Kuantan, Seremban, Melaka and Penang, see below for the information)

KMDC Business Office at Paramount Corporation HQ, PJ UPTOWN 1:

Level 8, Uptown 1,
1 Jalan SS 21/58, Damansara Uptown
47400 Petaling Jaya, Selangor, Malaysia.
(The Uptown 1 building houses UOB Bank at Level 1)

Tel: 03-7712 3211 & 7712 3215, Mobile: 012-398 9030  Fax: 03-7712 3366, 7726 9559 
Email:
start@kmdc.com.my

Business Hours: Monday - Friday, 9:00am till 6:00pm

KMDC Business Office at Uptown 1 - Location Map: Click HERE

Public Transport and Parking: take LRT Kelana Jaya Line to Taman Bahagia Station then take feeder bus to Damansara Uptown. For Rapid KL buses, take U82 bus from KL Sentral Station (ground level) or U88 bus from KL Monorail KL Sentral Station (on Brickfields side) to Damansara Uptown/Utama. Rapid KL Bus Route: click HERE. Parking: park at Uptown 1 Building basement car park (hourly rate on weekdays)

Ipoh/Seremban/Melaka

Contact: Mr. Edmund Lim, 012-282 6923, email: wslim@kmdc.com.my

Kuantan

Contact: Ms. Cheong Wai Fun, 016-921 9168, email: wfcheong@kmdc.com.my

KMDC CFP PETALING JAYA DAMANSARA JAYA weekend classes are held at:

KDU College @ Damansara Jaya
SS22/41, Damansara Jaya, 47400 Petaling Jaya, Selangor Darul Ehsan, MALAYSIA (near Atria Shopping Complex)

Opening Hours: 9:00am - 5:00pm (Saturday and Sunday only when classes are scheduled)

For Application and Enquiry, please contact KMDC business office @ PJ Uptown 1:

Tel: 03-7712 3211 & 7712 3215, Mobile: 012-398 9030  Fax: 03-7712 3366, 7726 9559 
Email:
start@kmdc.com.my

KDU College Location Map: Click HERE

Public Transport and Parking: take LRT Kelana Jaya Line to Taman Bahagia Station then take feeder bus or T626 Rapid KL class to KDU college. take Rapid KL U88 from KL Sentral Monorail Station, Brickfields; to KDU College. Parking: Ample free parking at KDU College on weekends.


KMDC CFP PETALING JAYA UPTOWN weekend classes are held at:

Uptown Conference Centre @ Damansara Uptown/Damansara Utama
Level 12, Tower A, Uptown 5, 5, Jalan SS21/39, Damansara Uptown, 47400 Petaling Jaya, Selangor Darul Ehsan, MALAYSIA (opposite Standard Chartered Bank, same building as McDonald's and Fitness First)

Opening Hours: 9:00am - 5:00pm (Saturday and Sunday only when classes are scheduled)

For Application and Enquiry, please contact KMDC business office @ PJ Uptown 1:

Tel: 03-7712 3211 & 7712 3215, Mobile: 012-398 9030  Fax: 03-7712 3366, 7726 9559 
Email:
start@kmdc.com.my

Uptown Conference Centre Location Map: Click HERE

Public Transport and Parking: take LRT Kelana Jaya Line to Taman Bahagia Station then take feeder bus to Damansara Uptown (also known as Damansara Utama). Rapid KL Bus Route: click HERE. Parking: Ample free parking at MPPJ parking bays on weekends or park at Uptown 5 Building basement car park (RM2.50 on Saturdays, closed on Sundays; and RM5.00 flat rate on weekdays)


KMDC CFP KL DOWNTOWN weekend classes are held at:

FTMS COLLEGE
24-30, Jalan Hang Kasturi, 50000 Kuala Lumpur.
(near Central Market, same row and next to Watson)

For Application and Enquiry, please contact KMDC business office @ PJ Uptown 1:

Tel: 03-7712 3211 & 7712 3215, Mobile: 012-398 9030  Fax: 03-7712 3366, 7726 9559 
Email:
start@kmdc.com.my

KMDC KL Learning Centre (FTMS College) - Location Map: Click HERE

Public Transport and Parking: take LRT Kelana Jaya Line to Pasar Seni Station; or take Ampang/Sri Petaling line to Masjid Jamek Station, or take KL Monorail to Maharajalela Station. A short walk to FTMS College. Bus: any buses that go to Pasar Seni or Bangkok Bank or Kota Raya or Pudu Raya Bus Terminal or Klang Bus Station. Rapid KL Bus Route: click HERE. Parking: Klang Bus Station, RM2.50 per entry on weekends; Daya Bumi Building, RM3.00 per entry on Sundays (gate opens from 9am); other options: nearby office buildings, UDA Ocean, open air car park next to Police Station.


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ESSENTIAL INFORMATION (Application and Payment) (requires Acrobat Reader)

+ Download Document on "How to enrol for CFP Exam and Courses" HERE
+ Download KMDC Application Form HERE
+ Download KMDC Re-admission Form (for continuing learning members) HERE
+ Download 2010 (March - June) CFP KL & PJ Timetable HERE
+ Download KL DOWNTOWN CENTRE (FTMS College) LOCATION MAP HERE
+ Download PJ DAMANSARA JAYA CENTRE - KDU College LOCATION MAP HERE

+ Download PJ UPTOWN CENTRE - Uptown Conference Centre (UCC) LOCATION MAP HERE
+ Download CFP Brochure HERE
+ Download CFP Syllabus HERE
+ Download 2010 CFP Standard Fees & Corporate Package HERE
+ Promotion: 2010 Friend2Friend Scheme & Nomination Form HERE
+ Download Instructions on Using SMS for Checking Information & Enrolment HERE

MORE INFORMATION (requires Acrobat Reader)

+ Download FPAM Trade Member Application Form HERE
+ Download FPAM Associate Member Application Form HERE
+ Download FPAM Examination Registration Form HERE
+ Download FPAM "CFP Option B - Partial Exemption" Application Form HERE
+ Download FPAM "CFP Option C - Challenge Status" Application Form HERE
+ Download FPAM's Document: "Definition of Relevant Financial PLanning Experience" HERE
+ FPAM Web Site HERE
+ FPAM Chartered Members and Related Links HERE
+ FPAM Survey Result

+ Download RFP Exemption Table HERE

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